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Jan 30, 2013
01/13
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call it lenovo, samsung. i think that's where the ultimate wave tackle takes the the beach. >> back with a lot more coverage of the 10 in just a moment. all stations come over to mission a for a final go. this is for real this time. step seven point two one two. verify and lock. command is locked. five seconds. three, two, one. standing by for capture. the most innovative software on the planet... dragon is captured. is connecting today's leading companies to places beyond it. siemens. answers. i don't have to leave my desk and get up and go to the post office anymore. [ male announcer ] with stamps.com you can print real u.s. postage for all your letters and packages. i have exactly the amount of postage i need, the instant i need it. can you print only stamps? no... first class. priority mail. certified. international. and the mail man picks it up. i don't leave the shop anymore. [ male announcer ] get a 4 week trial plus $100 in extras including postage and a digital scale. go to stamps.com/tv and never go
call it lenovo, samsung. i think that's where the ultimate wave tackle takes the the beach. >> back with a lot more coverage of the 10 in just a moment. all stations come over to mission a for a final go. this is for real this time. step seven point two one two. verify and lock. command is locked. five seconds. three, two, one. standing by for capture. the most innovative software on the planet... dragon is captured. is connecting today's leading companies to places beyond it. siemens....
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Jan 14, 2013
01/13
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i think that samsung has come on very strong. when you go to a resaler, the sales for samsung are much stronger than they used to be. i think this shift has got to be acknowledged. as henry blodgett said, the stock is inexpensive. when you have something that is old news, new news, it doesn't matter, there is a continuing recognition that something is just not as great at apple that it used to be. >> i think we can make the argument all day and all night, the valuation, cash on hand, dividend that apple is paying. at the same time you can make that case for a lot of other tech stocks out there. they pay a dividend and yet the stocks don't move much anymore. and i'm thinking of like a microsoft, for instance. >> well, i was just reiterating what henry was saying. >> right. >> i feel that, again, there's a lot of things that are subtly wrong with apple. the new itune iteration is just hated. i don't know a soul who likes it. it's very clear that there are real issues involving the ipad mini and whether it's as exciting as it used t
i think that samsung has come on very strong. when you go to a resaler, the sales for samsung are much stronger than they used to be. i think this shift has got to be acknowledged. as henry blodgett said, the stock is inexpensive. when you have something that is old news, new news, it doesn't matter, there is a continuing recognition that something is just not as great at apple that it used to be. >> i think we can make the argument all day and all night, the valuation, cash on hand,...
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Jan 24, 2013
01/13
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more to samsung than -- >> i phones? >> not just apple, samsung anymore. china's market, four domestic suppliers outselling apple. mentioned the cool pad, 8060. a fraction of what the ipad costs in china. competition that apple is facing around the world, not just the united states. spate of new products. >> the blackberry 10 launch days away, steve liesman held in his happened. >> should it trade through the multiple of intel and microsoft? >> he said if am closes today below 483, it will see 425, his price target pretty quickly. ultimately, he does believe that apple is fairly valued in the 300s. >> yield there. >> i don't know. >> he is known as an extraordinarily good fixed income manager but he has waded into equities. i don't know if it is reflected on his fronts. >> five times earnings, i don't know. bethlehem steel two times earnings two years before it went bankrupt. isn't that something two years before. the multiples shrunk. or would love to get apple five times earnings, three times earnings cash. like to get cash. >> sure, why not? >> i got to
more to samsung than -- >> i phones? >> not just apple, samsung anymore. china's market, four domestic suppliers outselling apple. mentioned the cool pad, 8060. a fraction of what the ipad costs in china. competition that apple is facing around the world, not just the united states. spate of new products. >> the blackberry 10 launch days away, steve liesman held in his happened. >> should it trade through the multiple of intel and microsoft? >> he said if am closes...
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Jan 28, 2013
01/13
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is this really a samsung story? >> it's samsung and android really, seeing developing markets, part of it is a bigger screen fephenomenon, tied to so manufacturers and samsung has been the biggest beneficiary of that trend. you look at iphone sales the last quarter looks like the u.s. and china are close to 45% of iphone shipments this last quarter bigger than where it's been. it suggests they are struggling outside of those markets. >> average selling prices, too, i heard from some carriers this quarter, people love their iphones but might not love them enough to pay more than they absolutely have to. >> this has been one of the big positives of the story some time. that strong iphone asp, average selling price. that still hung at $640 in the quarter, which is strong. the longer term, that's clearly a risk. there's a lot of clamor among investors for a lower priced iphone and what kind of margins and esp does that bring. that could be another story off-setting some long term positives. >> you're joining us on a wee
is this really a samsung story? >> it's samsung and android really, seeing developing markets, part of it is a bigger screen fephenomenon, tied to so manufacturers and samsung has been the biggest beneficiary of that trend. you look at iphone sales the last quarter looks like the u.s. and china are close to 45% of iphone shipments this last quarter bigger than where it's been. it suggests they are struggling outside of those markets. >> average selling prices, too, i heard from some...
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Jan 18, 2013
01/13
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samsung is powerful. there's a very good article in the paper today how samsung is trying to outguess their specs. samsung is the best. the biggest and -- well, this story was the best. i love my iphone. i'm not going to change it. they're not going to get me to change. >> we can try. >> that's an endorsement. >> you will have to pry my cold dead hands off my iphone. >> really? >> do you use siri? >> i'm there for you. >> are you a snooze? do you hit the snooze button? >> yes. then it follows with you, and then you really wake up. >> you better get the heck up. i'll come to your house. i'll come to your house if you don't get up. >> wow. that's frightening. i'm getting up. >> what's amazing, there was no people, they were able to work on saturday. it was fantastic. i'm not irish, so i can't step in at all. >> there was one in ireland and israel? oh, i got it. >> israel was the -- >> they're trying to show me that the plants were open on saturdays. they were able to do the fab plant, for the new 486, witho
samsung is powerful. there's a very good article in the paper today how samsung is trying to outguess their specs. samsung is the best. the biggest and -- well, this story was the best. i love my iphone. i'm not going to change it. they're not going to get me to change. >> we can try. >> that's an endorsement. >> you will have to pry my cold dead hands off my iphone. >> really? >> do you use siri? >> i'm there for you. >> are you a snooze? do you hit...
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Jan 22, 2013
01/13
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in some ways, i think, melissa, others would argue, at&t and verizon versus apple and samsung, how much can we pull back some of the subsidy that goes into perhaps these margin numbers, what other things can we do to bring operating costs down as well. but there will be a read through to apple here. at least people will try to. perhaps a positive one -- >> that's what my take looks like. >> take caution there. don't read too much into it. nonetheless, that would be the take. >> we're going to get at&t this week. and apple. and maybe two other s&p companies. >> this is it. go to davos to avoid these -- oh, no, i'm here. >> ouch for those who go to davos. >> you were saying, jim, you were telling david before the show, you do not take this week off for a reason. >> you cannot take this week off. how do you do your job? this is it. will ray lewis take off super bowl week? i doubt it. look, i'll take the heat. i like ray. sorry. i like him. >> what a weekend of football. would you buy apple ahead of the earnings this week? >> i think it's fine. >> tempered enthusiasm. >> apple's fine. >> th
in some ways, i think, melissa, others would argue, at&t and verizon versus apple and samsung, how much can we pull back some of the subsidy that goes into perhaps these margin numbers, what other things can we do to bring operating costs down as well. but there will be a read through to apple here. at least people will try to. perhaps a positive one -- >> that's what my take looks like. >> take caution there. don't read too much into it. nonetheless, that would be the take....
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Jan 9, 2013
01/13
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you look at samsung's growth, and samsung at 31% of worldwide shipments, from 8.8%. so we're seeing these two sort of cross paths here with samsung on the upswing, samsung yesterday reporting a record year, and apple on the down side. >> how long is tim cook going to subsidize its biggest enemy, samsung, and not go to taiwan semiconductors? do something about this south korean invasion. samsung is apple around the world. >> no doubt about it. took that nice train from london to paris. it goes a lot faster than amtrak, just so you know. >> does it lose money every year? >> no apple iphones to be found. but you saw a lot of galaxiegal >> you know, i've got to tell you, apple, wow, what a powerful hurt it's being put on a lot of people. this was one of those stories that everybody owns, and now everybody's saying, what the heck. >> right. >> got to break some news here with mary thompson. i think she's back at headquarters, news on aig. >> as we all know, the company's board is meeting today. and evidently after this meeting, according to a source, representatives from
you look at samsung's growth, and samsung at 31% of worldwide shipments, from 8.8%. so we're seeing these two sort of cross paths here with samsung on the upswing, samsung yesterday reporting a record year, and apple on the down side. >> how long is tim cook going to subsidize its biggest enemy, samsung, and not go to taiwan semiconductors? do something about this south korean invasion. samsung is apple around the world. >> no doubt about it. took that nice train from london to...
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Jan 8, 2013
01/13
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when i see samsung reporting, and i talk to people and say, the samsung device outside of the united states is much larger. >> they sold 62 million smartphones in the quarter. apple sold 45 million iphone 5s. they benefited from the supply issues when the iphone 5 launched. >> 500 handsets a second from samsung. the galaxy is now the best selling smart foun, surpassing the 5 and 4-s. >> the mini ipad moving things a little bit. is there something that they have that no one's dreamed of? you go back and look at what they've developed. periodically they've developed what steve jobs used to say is, not what you want in the sense that, well, i'm looking for a better -- but something you never thought about that you suddenly just can't believe you can't live without. i think they've got to come up with something. they've got to come up with something that you can't live without that you don't know about. >> and they'll be able to do that without steve jobs? not just embracing something, but pushing the people behind it to actually make it a reality? >> tim cook, according to the interview
when i see samsung reporting, and i talk to people and say, the samsung device outside of the united states is much larger. >> they sold 62 million smartphones in the quarter. apple sold 45 million iphone 5s. they benefited from the supply issues when the iphone 5 launched. >> 500 handsets a second from samsung. the galaxy is now the best selling smart foun, surpassing the 5 and 4-s. >> the mini ipad moving things a little bit. is there something that they have that no one's...
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Jan 31, 2013
01/13
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what more could the man have done realistically against samsung sand apple? anything could have done yesterday to have held that stock up? >> to be very fair, you were right, he was dealt a very difficult hand when he stepped into this role. he has been -- he has done what he could with a very bad lot. however, however, i think the market is against him. you mention $70,000 apps, simon, but there are some that are missing and it becomes a chicken and egg type thing, people will come to them only if certain apps are there and if -- if those apps -- if people come, the apps probably will come. necessary a very tough position and i think he's done the best co-with a very difficult hand. >> last question, you know, some argue that maybe their best foot forward would have been to put the keyboard -- the q up first. targeting the people waiting for a new keyboard device for a while would that have mattered? >> i think there is blackberry loyalists do stay for the keyboard alone. there is something to be said for that, but that is coming likely in april. it is what
what more could the man have done realistically against samsung sand apple? anything could have done yesterday to have held that stock up? >> to be very fair, you were right, he was dealt a very difficult hand when he stepped into this role. he has been -- he has done what he could with a very bad lot. however, however, i think the market is against him. you mention $70,000 apps, simon, but there are some that are missing and it becomes a chicken and egg type thing, people will come to...
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Jan 25, 2013
01/13
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. >>> samsung posted record profits but show signs that maybe the smartphone slowdown is not an apple problem. apple slightly higher after closing down 12% yesterday. >>> futures moving higher as the dow looks at a march toward record territory. posted gains for the tenth time in the last 11 sessions. also, the s&p 500 surpassing the 1,500 mark for the first time since december 2007, but closed below that level with a slight gain on the session. certainly it seems like it's all positive. the dow transports confirming this move higher. it was pointed out in a note a couple of days ago that that's the buy signal here on the dow. yesterday's market action, jim, was that concerning that it couldn't hold 1,500? >> i'm not going to be concerned about where they nailed it at the close. the earnings per share have just been stellar. not just the bottom one. the outline's been great. procter & gamble this morning, and i was on the starbucks call. they're firing on every single cylinder, delivering on all promises, 3m, big dow stocks, they're talking about the big turn in asia. asia turn, asia
. >>> samsung posted record profits but show signs that maybe the smartphone slowdown is not an apple problem. apple slightly higher after closing down 12% yesterday. >>> futures moving higher as the dow looks at a march toward record territory. posted gains for the tenth time in the last 11 sessions. also, the s&p 500 surpassing the 1,500 mark for the first time since december 2007, but closed below that level with a slight gain on the session. certainly it seems like...
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Jan 11, 2013
01/13
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i keep coming back to, samsung has the hot one. arm holdings, they're in apple. people are saying, look, i can't take apple anymore. now, remember, it is at 520. >> and maybe inside of apple you play like qualcomm, which gets into device, not just an apple device. qualcomm is estimated there's about $4 to $5 of content in every iphone, and that is about the same as samsung. that's the ultimate -- >> i went out and saved money with qualcomm. scott mcgregor's got it down. it's in everything. amen, qualcomm. >> still in the smartphone space, r.i.m. having what is like almost an echo of past headlines. that is more trouble with service in the middle east. i think asia -- no, middle east -- >> africa. >> -- africa, yeah. >> and indonesia. that's where they're headquartered, isn't it? >> big population there. >> another downgrade today. it's really -- the new iteration is apparently not taking the world by storm, right? you switched. everybody switched. >> i switched. >> you switched, right? growing work horses here, this is the bmo. the stock, people didn't like the l
i keep coming back to, samsung has the hot one. arm holdings, they're in apple. people are saying, look, i can't take apple anymore. now, remember, it is at 520. >> and maybe inside of apple you play like qualcomm, which gets into device, not just an apple device. qualcomm is estimated there's about $4 to $5 of content in every iphone, and that is about the same as samsung. that's the ultimate -- >> i went out and saved money with qualcomm. scott mcgregor's got it down. it's in...
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Jan 16, 2013
01/13
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google's android and samsung are very formidable competitors. this is going to continue to happen. we'll see margins deteriorate at some point. that's the debate. when do you see those margins start to fall off. we don't think that's right now. >> we've seen it, channing. we've seen it. margins have peaked with the iphone 3gps. it's a decline we've seen for months and months. it sounds like your sentiment has also changed. even if it's just the margins, at what valuation do you think apple should be trading right now? it's not the valuation it was trading at when it was $700, according to what you're saying. >> the valuation is extremely cheap. we're trading at ten times. take the cash out at 7. keep in mind, the earnings growth should be close to 20%. compare that to any tech company in the technology sector, or overall market and there's a big disconnect. we think the earnings growth trajectory for apple is extremely attractive. we think they can at least grow at 15. but the stock needs to trade much higher. we think it will. we disagree with you on the gross margins. we've seen
google's android and samsung are very formidable competitors. this is going to continue to happen. we'll see margins deteriorate at some point. that's the debate. when do you see those margins start to fall off. we don't think that's right now. >> we've seen it, channing. we've seen it. margins have peaked with the iphone 3gps. it's a decline we've seen for months and months. it sounds like your sentiment has also changed. even if it's just the margins, at what valuation do you think...
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Jan 3, 2013
01/13
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if apple speeds up their product portfolio to counter companies like samsung that will put a rocket engine under apple there. >> yes, it will get people to buy these products, gene, but my concern as an invest certificate argument to be made is that after, what six months or so, then that's when you start getting savings in terms of sol automatic from any new products you start shortening these cycles you can won't get that scale that they have had with past products. gene? >> a fair concern. if you look at the street estimates for margin, 42% for 2013, 45% for the last cycle. in some ways, guidance about gross mar joins anticipate what you talked about. >> apple doesn't quickly obsolete its older products. the slightly older products become what occupies the lower cost slot. by speeding up releases, maintaining the older products in the market and achieving mar jirn on them, just reducing their subsidy. air. chiefing margin on them but selling them at a lower cost, the impact net net on margins is lower. doesn't solve the are margin problem, sasha. >> 63% upside from here. does that keep
if apple speeds up their product portfolio to counter companies like samsung that will put a rocket engine under apple there. >> yes, it will get people to buy these products, gene, but my concern as an invest certificate argument to be made is that after, what six months or so, then that's when you start getting savings in terms of sol automatic from any new products you start shortening these cycles you can won't get that scale that they have had with past products. gene? >> a...